Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-37
Closed -$235K 241
2023
Q2
$235K Sell
37
-6
-14% -$38.1K 0.16% 119
2023
Q1
$240K Buy
+43
New +$240K 0.18% 107